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