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