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