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