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