Sales Process Grader

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