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