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