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