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

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