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