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