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