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