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