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