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