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

Ask One of Our Sales Experts A Question Today - Get Actionable Results!