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