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