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