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