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