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