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