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