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

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