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