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

Ask One of Our Sales Experts A Question Today - Get Actionable Results!