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