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