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