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