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