Sales Process Grader

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