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