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