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