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

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