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