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