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