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