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