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