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