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