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