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