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