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