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