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