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