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