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