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