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