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