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

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