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