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

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