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