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