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