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