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