Sales Process Grader

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