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