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