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