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