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

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