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