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