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