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