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