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