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