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