Sales Process Grader

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