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