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