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