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