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