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

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