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