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