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