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