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