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