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