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