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