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

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