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