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