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