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