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