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