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