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