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