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

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