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