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