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