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