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