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