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