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