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