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