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