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