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