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

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