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