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

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