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