Sales Process Grader

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