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