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