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

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