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