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