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