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