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