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