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