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