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