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