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