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