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