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