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