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