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