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