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