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