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