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