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