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

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