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