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