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