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

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