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