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