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