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

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