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