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