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