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