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