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