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