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