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