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