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