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

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