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
  • Value proposition
  • Engage
  • Schedule meeting
  • Meet decision maker
  • Identify a need
  • Quantify the problem
  • Qualified
  • Receive lead or RFP
  • Decision making process/criteria
  • Timeline for decision
  • Intro to decision maker
  • Ask about money or budget
  • Cold call, or lead follow up call
  • Research lead
  • Talk about ROI
  • Sign contract
  • Needs analysis, ID problem, opportunity or pain
  • Sell value
  • Determine fit
  • Have the money/ will spend the money
  • Talk about capabilities
  • Who is decision maker
  • Meet technical team
  • Evaluate the opportunity
  • Find compelling reason to buy from you
  • Tour
  • Present/demo
  • Interested
  • Close
  • References
  • Differentialte yourself
  • Proposal or Quote
  • Will spend more with you
  • Credit worthiness
  • Handle Objections
  • Trial/Test/Pilot
  • Negotiate
  • They are committed
My Steps