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