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