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