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

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