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