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