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