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