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