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