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