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