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