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