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