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