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