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