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