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