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