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