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

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