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

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