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

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