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

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