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