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