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