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