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