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