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