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