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