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