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