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