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