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