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