Sales Process Grader

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