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