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