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