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