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