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