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

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