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