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