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