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