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