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