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