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