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