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

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