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