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

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