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