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