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