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

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