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