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