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