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