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