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