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