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

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