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