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

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