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