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

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