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