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