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