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

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