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