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