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