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