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