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