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