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