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