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