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

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