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