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