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