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