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