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