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