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