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