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