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