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