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