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