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