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