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