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