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