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

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