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