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