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