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