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