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