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