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