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