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