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