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