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