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