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