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