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