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