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