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