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