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