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