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