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