Sales Process Grader

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