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