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

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