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