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