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