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