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