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

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