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