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