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