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