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