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