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