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