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