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