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