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