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

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