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