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