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

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