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