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