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