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