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