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