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