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