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