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