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