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