Sales Process Grader

Powered by Objective Management Group

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