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