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