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