Sales Process Grader

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