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