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