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