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