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