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