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