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