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