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