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