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