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