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