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