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