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