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

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