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