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