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