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