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