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

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