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