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