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