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