Sales Process Grader

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