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