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