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