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