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