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

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