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