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

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