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