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