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