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