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