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