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