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