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