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