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