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