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

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