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