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