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