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

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