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