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