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