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

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