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