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