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