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