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