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