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