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