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