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