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