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