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