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