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