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