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