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