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