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