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