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