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