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