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