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