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