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