Sales Process Grader

Powered by Objective Management Group

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