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