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