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

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