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