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