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