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