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