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