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