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

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