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