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