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

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