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

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