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

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