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

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