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