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