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