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