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

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