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

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