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