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