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