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