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