Sales Process Grader

We’re glad you decided to try out our sales process grader! It’s easy to use and the results are instant. First, drag the steps that are part of your current sales process from the "Possible Steps" list to the "My Steps" list. Alternatively, you can click a step and then click the > or < buttons to move it between lists. Second, put the items in the "My Steps" list in the order corresponding to your current sales process by dragging them up and down. Alternatively, select a step and use the up and down buttons to move it.
Possible Steps
  • Schedule meeting
  • Sell value
  • Have the money/ will spend the money
  • Qualified
  • Interested
  • Sign contract
  • Who is decision maker
  • Meet technical team
  • Handle Objections
  • Quantify the problem
  • Needs analysis, ID problem, opportunity or pain
  • Value proposition
  • Find compelling reason to buy from you
  • Research lead
  • Differentialte yourself
  • Evaluate the opportunity
  • Negotiate
  • Identify a need
  • Meet decision maker
  • Trial/Test/Pilot
  • They are committed
  • Talk about capabilities
  • Will spend more with you
  • Present/demo
  • Timeline for decision
  • Receive lead or RFP
  • Determine fit
  • Credit worthiness
  • Tour
  • Talk about ROI
  • Close
  • Intro to decision maker
  • Decision making process/criteria
  • References
  • Engage
  • Ask about money or budget
  • Proposal or Quote
  • Cold call, or lead follow up call
My Steps