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