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

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