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