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