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

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