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