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

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