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