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