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