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