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