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