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