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