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

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