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