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