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