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