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