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