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