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