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