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