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