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