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