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

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