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

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