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