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