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