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