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

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