Sales Process Grader

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