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