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