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