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