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