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